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Quoting
Quoting
Turn products and custom work into priced, branded quotes.
The quotes list & statuses
Read the quotes list, filter it, and know what each status means.
Draft a quote from an enquiry email
Paste a customer's email and get a priced draft quote back.
Start a quote — pick the customer
Begin a quote on the one-page builder — the Who card handles the customer inline.
Add premade products to a quote
The fast path: pick a product, set size and quantity, see the price.
Build a custom line
Quote a one-off that isn't in your catalogue, priced from scratch.
Add project details & logistics
Delivery, install and dates that affect price and scheduling.
Review & send the quote
Final check on Review & send, pick the brand profile, send the branded PDF.
Turn an accepted quote into a job
Convert a won quote into a live job in one step.
